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Legacy Wealth Partners (California)’s Johnson & Johnson JNJ Stock Holding History

Legacy Wealth Partners (California)’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,736
Closed -$490K – 103
2020
Q1 		$490K Buy
+3,736
New +$530K 0.46% 40

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Geode Capital Management
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Bank of America
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Wealth Partners (California)'s JNJ Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of Johnson & Johnson (JNJ) in Q2 2020, closing a stake of 3,736 shares — an estimated $490K sold.

Legacy Wealth Partners (California) first reported a position in JNJ in Q1 2020 and held it in 1 quarter. The position peaked at $490K in Q1 2020. 2,992 funds tracked by Wall St. Rank hold JNJ as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining Johnson & Johnson position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 3,736 Johnson & Johnson shares in Q2 2020, an estimated $490K.
  • Legacy Wealth Partners (California) first reported a position in Johnson & Johnson in Q1 2020 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Johnson & Johnson position peaked at $490K in Q1 2020.
  • 2,992 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.